Position in MTB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$973,460
-$145,928 QoQ
Shares Held
4,090
-24.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#492
of 1,144 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $73,894,070 across 130 Banks - Regional names. MTB ranks #18 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp De
|
56,496 | $3,412,358 |
All Filings in MTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,460 | 4,090 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,119,388 | 5,415 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,006,594 | 4,996 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $972,685 | 4,922 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,070,824 | 5,520 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,135,956 | 6,355 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,381,497 | 7,348 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,330,022 | 7,467 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $618,759 | 4,088 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $589,613 | 4,054 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $534,063 | 3,896 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $448,897 | 3,550 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $451,105 | 3,645 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $469,312 | 3,925 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $597,937 | 4,122 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $737,193 | 4,181 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $651,267 | 4,086 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $218,485 | 1,289 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $250,144 | 1,675 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $189,774 | 1,306 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $285,026 | 1,880 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $217,810 | 1,711 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $157,842 | 1,714 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $139,423 | 1,341 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $109,532 | 1,059 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||